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Siddharth Dalal  

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  • Linn Energy's Brilliant Move Is Bullish [View article]
    Thanks! Nice very detailed article
    Aug 3, 2015. 09:31 AM | Likes Like |Link to Comment
  • Tesla Motors preps autopilot software update [View news story]
    "it does not mean that Tesla will be able to any time soon." - IF the hardware is capable Tesla will make it available to the existing fleet. Lets see Diamler do that.
    Jul 31, 2015. 06:22 PM | 4 Likes Like |Link to Comment
  • Tesla Motors preps autopilot software update [View news story]
    "Or, call a cab." - and how would this increase speed?

    Are you suggesting I ship myself to a destination like a package based on that link??
    Jul 31, 2015. 02:29 PM | 3 Likes Like |Link to Comment
  • Tesla Motors preps autopilot software update [View news story]
    "Well you would get there faster in a Greyhound." - I had no idea greyhound offered door to door service. How do I schedule this pickup from my house?
    Jul 31, 2015. 01:54 PM | 6 Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    @TFTF and that's how they have >2B in NPV of contracted payments.

    "Sales and marketing expenses more than doubled, and total costs rose to $175.8 million from $97.2 million a year earlier, San Mateo, California-based SolarCity said Wednesday in a statement."

    Did you see that they have 385MW of bookings. How many bookings did they have last year = 218MW

    218/385 = 56%
    97/175 = 55%

    So increase in marketing expenses was directly proportional to increase in bookings.
    Jul 31, 2015. 01:24 PM | 2 Likes Like |Link to Comment
  • Tesla Motors preps autopilot software update [View news story]
    So basically what you swap watchdogs are saying is that the situation is still better than Hydrogen

    http://tinyurl.com/psq...
    Jul 31, 2015. 01:17 PM | 6 Likes Like |Link to Comment
  • Tesla Motors lands small battery storage deal with California schools [View news story]
    "Please tell us how much profit they have realized from that business to date." - more than GE?
    Jul 31, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    "I think it really shows how desperate they are to pump orders in any way they can" - If this is desperate, the entire auto industry must be in absolute dire straits because it is possibly the lowest manufacturer incentive on a comparable car.
    Jul 31, 2015. 08:34 AM | 2 Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    "At 2.5x to 3x the VSLR marketshare" - and taking some from them. AFAIK SCTY had more bookings in Q2 2015 than VSLR installed in its entire existence.
    Jul 31, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    The claimed reason for people being unhappy with their leases is that prices will drop and/or buying is cheaper, not changing out solar panels every few years.

    The real reasons people choose leases are that they are a financing instrument and solar systems are not exactly cheap. It gets you the item for lower monthly payments and you Dave from day 1. 72% of solar systems installed in 2014 were third party owned. Solarcity booked a record 385MW in orders.

    The anti lease crowd is wrong about what people want.
    Jul 30, 2015. 08:42 PM | 1 Like Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    @Dave they are not knocking of $2k off each car. Just $1k off two different cars.
    Jul 30, 2015. 04:44 PM | 2 Likes Like |Link to Comment
  • SolarCity Earnings: Will The Company Disclosures Get Any Better This Quarter? [View article]
    "Your arguments are too simlpistic" - Here is a slightly less simplistic look. If I get time, I'll write an update with numbers from the current earnings report.

    http://tinyurl.com/o4n...
    Jul 30, 2015. 03:27 PM | 2 Likes Like |Link to Comment
  • An Open Letter To Breitburn Energy Partners [View article]
    Thanks for that info
    Jul 30, 2015. 01:33 PM | Likes Like |Link to Comment
  • An Open Letter To Breitburn Energy Partners [View article]
    Wait, debtholders taking a 35% haircut is positive?
    Jul 30, 2015. 01:12 PM | Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    "If it were so simple everybody - that includes rivals SUNE/VSLR and soon RUN - would be money printing machines."

    So TFTF, If SCTY was valued the same as VSLR, where would it be?

    "Buying a solar system (especially with rapidly falling panel prices) is the better solution for most than overpaying for a solar lease."
    - As always, that depends on the customer. Or there would be no such thing as a car lease.
    Jul 30, 2015. 11:32 AM | 2 Likes Like |Link to Comment
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